The following is a list of points to consider in preparation of death. Along with your trust or will the following points should be considered.

LEGAL INFORMATION

- Certificate of birth or certified copies of each family member
- Marriage certificate or certified copy for each family member
- Durable power of attorney for each parent, which allows legal decisions to be made even when a spouse is incapacitated
- A legal will, drawn up by an attorney
- Statement of each person regarding donation of organs
- Living will, if desired, specifying no use of artificial life support systems beyond reasonable hope of recovery
-edical power of attorney for each spouse, which allows medical decisions to be made by one spouse when the other spouse it too ill to do so.

SAFETY BOX

Box Holder
Bank Address
Box/key no
Location of key
Those having access
Contents

INCOME TAX RECORDS

Where they are located
For years 19xx to 20xx
Accountant Phone no and address

PROPERTY TAXES

Address
Legal description
Yearly amount Due
Attorney
Name of Attorney
Address Phone

FUNERAL ARRANGEMENTS

- Name of Funeral home Phone
- Address
- Name of Cemetery
- Location
- Location of burial lots if any have been already prepaid, or prearranged.
- Draft of obituaries and funeral program wanted ( put in folder in this book)
- What type of headstone wanted and anything specific to be engraved on it
- Name of Church you wish services to be held in and address
- Contact person and phone
- Clothing to be worn
- Who to dress me
- Songs I wished to be sung 1-6 by _____
- Pall Bearers 1-6 (names and phone numbers)
- Extra Pall Bearers (if applicable - 7-8, names and phone numbers)

MONTHLY PAYMENTS

List all bills on this page

Hydro
Name of account is in
Account no Phone
Monthly payment How paid

(Continue for all monthly bills)

Visa
Name of account
Name of account is in
Account no
Monthly payment How paid
Credit limit Balance as of

Continue to list all bills

MEDICAL INFORMATION
List of all the doctors and phone no

SUMMARY OF FAMILY MEMBER'S KNOWN ALLERGIES, CONDITIONS AND LONG TERM MEDICATION

Name Condition
Medication Dosage
Drug Store Address and Phone

PERSONAL INFORMATION

Husband and Wife
Full legal name
Name commonly used by
Date of Birth
Full Name of Place of Birth
Birth certificate registration no
Social Insurance no
Medical Insurance no
Passport no

(Continue this till end of page with spouse and children.)

FINANCIAL INFORMATION

Source of Income
Lists of Assets and Value
List of liabilities and Amount
Net worth as of what date

BANK ACCOUNTS

Account in name of
Bank Phone
Address
Type of account Account no

(copy this for as many accounts as necessary)

FINANCIAL INFORMATION

Bank Accounts
Bank Phone
Address
Type of Account
Account no

REAL ESTATE HOLDINGS

Address
Legal description
Mortgage Holder
Account No Amount owed
Monthly payments Life insured by
Policy no

FINANCIAL INFORMATION

Co-signed loans
Loan in name of
Phone
Address
Co-signer
Phone
Address
Type of loan
Amount
Monthly payment
Bank
Address and phone

(repeat for the amount of loans outstanding)

Insurance policies
Insured
company Phone
Address
Insured amount Beneficiary
Policy no

(repeat for as many insurance policies)

FIRE INSURANCE-RESIDENTIAL AND REAL ESTATE HOLDINGS

Agent Phone
Address
Policy no Amount

VEHICLE INSURANCE
Register owner
Make and Model no
Agent phone
Address
Policy no

(repeat as many times as necessary)

RETIREMENT ACCOUNTS, RRSP, MUTUAL FUNDS, ETC

type of account
Company/bank phone
Account in name of
Starting date
Maturity date
Interest rate
Beneficiary
Contact person